Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
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Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Plus Inco stock
Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Capital Research and Management Company - Division 3 | 14M | $301M | 23% | Dec 2024 |
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Morgan Stanley | 11M | $241M | 43% | Dec 2024 |
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Wells Fargo & Company | 10M | $231M | 25% | Dec 2024 |
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LPL Financial | 8.5M | $189M | 55% | Dec 2024 |
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Envestnet Asset Management | 4.5M | $100M | 16% | Dec 2024 |
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Johnson Bixby & Associates | 4.4M | $98M | 8% | Dec 2024 |
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Cetera Investment Advisers | 4.3M | $95M | 1% | Dec 2024 |
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Raymond James Financial | 4.2M | $94M | 100% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 4.2M | $92M | 21% | Dec 2024 |
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UBS Group | 4.0M | $90M | 16% | Dec 2024 |
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WNY Asset Management | 3.8M | $88M | 40% | Sep 2024 |
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Commonwealth Equity Services | 2.9M | $65M | 12% | Dec 2024 |
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Souders Financial Advisors | 2.5M | $55M | 8% | Dec 2024 |
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Raymond James & Associates | 2.5M | $57M | 64% | Sep 2024 |
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Royal Bank of Canada | 2.4M | $54M | 24% | Dec 2024 |
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Janney Montgomery Scott | 2.4M | $54M | 23% | Dec 2024 |
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Mml Investors Services | 2.2M | $50M | 10% | Dec 2024 |
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Harbour Investments | 2.0M | $43M | 13% | Dec 2024 |
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Cambridge Investment Research Advisors | 1.8M | $41M | 23% | Dec 2024 |
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Stifel Financial | 1.7M | $38M | 11% | Dec 2024 |
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Baird Financial | 1.6M | $35M | 4% | Dec 2024 |
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Raymond James Financial Services Advisors | 1.3M | $29M | 0% | Sep 2024 |
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McGlone Suttner Wealth Management | 1.2M | $27M | 41% | Dec 2024 |
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Adamsbrown Wealth Consultants | 1.2M | $26M | 10% | Dec 2024 |
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Advisor Group Holdings | 1.2M | $27M | -36% | Dec 2024 |
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Captrust Financial Advisors | 1.2M | $26M | 39% | Dec 2024 |
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IAM Advisory | 1.1M | $25M | 4% | Dec 2024 |
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Bernardo Wealth Planning | 1.1M | $25M | 8% | Dec 2024 |
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Stonebridge Financial Group | 1.1M | $23M | 100% | Dec 2024 |
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Confluence Wealth Services | 1.0M | $23M | 19% | Dec 2024 |
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Jones Financial Companies, L.L | 994k | $22M | 61% | Dec 2024 |
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D. J. St. Germain | 964k | $21M | 11% | Dec 2024 |
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Investment Planning Advisors | 886k | $20M | 56% | Dec 2024 |
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Stadion Money Management | 865k | $19M | 0% | Dec 2024 |
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FinDec Wealth Services | 864k | $20M | 6% | Sep 2024 |
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Midwest Heritage Bank | 813k | $18M | 8% | Dec 2024 |
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Main Line Retirement Advisors | 796k | $18M | -8% | Dec 2024 |
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Condor Capital Management | 700k | $16M | 3% | Dec 2024 |
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Independent Advisor Alliance | 672k | $15M | 100% | Dec 2024 |
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Diversify Wealth Management | 658k | $15M | 50% | Dec 2024 |
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FinTrust Capital Advisors | 635k | $15M | 5% | Sep 2024 |
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Ruggaard & Associates | 628k | $15M | 1% | Sep 2024 |
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Citadel Advisors | 624k | $14M | 207% | Dec 2024 |
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Kestra Investment Management | 620k | $14M | 35% | Dec 2024 |
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D.A. Davidson & Co. | 597k | $13M | 12% | Dec 2024 |
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AA Financial Advisors | 593k | $13M | 5% | Dec 2024 |
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Sanctuary Advisors | 554k | $12M | 3% | Dec 2024 |
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Clearview Wealth Advisors | 544k | $12M | 6% | Dec 2024 |
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Mutual Advisors | 495k | $11M | -1% | Dec 2024 |
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New England Capital Financial Advisors | 494k | $11M | 29% | Sep 2024 |
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Wealth Enhancement Advisory Services | 460k | $11M | -5% | Dec 2024 |
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Wiley Bros.-aintree Capital | 404k | $9.0M | 61% | Dec 2024 |
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Bridgewealth Advisory Group | 393k | $8.8M | 20% | Dec 2024 |
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Wagner Bowman Management | 388k | $8.6M | 22% | Dec 2024 |
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Private Advisor | 348k | $7.7M | 11% | Dec 2024 |
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Concurrent Investment Advisors | 342k | $7.6M | 4% | Dec 2024 |
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Wealthcare Advisory Partners | 337k | $7.5M | 55% | Dec 2024 |
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EverSource Wealth Advisors | 322k | $7.2M | 142% | Dec 2024 |
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NavPoint Financial | 309k | $6.9M | 13% | Dec 2024 |
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Compass Financial | 305k | $6.8M | -3% | Dec 2024 |
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Jane Street | 278k | $6.2M | -57% | Dec 2024 |
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Benjamin Edwards | 273k | $6.1M | 20% | Dec 2024 |
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Kestra Advisory Services | 262k | $5.8M | -70% | Dec 2024 |
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Kera Capital Partners | 260k | $5.8M | 100% | Dec 2024 |
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Fortress Wealth Management | 255k | $5.7M | -47% | Dec 2024 |
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Landmark Wealth Management | 245k | $5.4M | 4% | Dec 2024 |
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SOL Capital Management | 236k | $5.2M | 21% | Dec 2024 |
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Ashton Thomas Private Wealth | 223k | $5.0M | 10% | Dec 2024 |
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Mariner Wealth Advisors | 221k | $4.9M | 11% | Dec 2024 |
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Lodestone Wealth Management | 218k | $4.8M | 2% | Dec 2024 |
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H D Vest Advisory Services | 217k | $4.8M | 15% | Dec 2024 |
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Atria Wealth Solutions | 212k | $4.7M | 32% | Dec 2024 |
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Kestra Private Wealth Services | 207k | $4.6M | 59% | Dec 2024 |
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Core Wealth Partners | 202k | $4.7M | 100% | Sep 2024 |
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Swisher Financial Concepts | 192k | $4.4M | 1464% | Sep 2024 |
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Geneos Wealth Management | 190k | $4.2M | 307% | Dec 2024 |
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Kingsview Wealth Management | 181k | $4.0M | 8% | Dec 2024 |
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Studio Investment Management | 179k | $4.0M | 14% | Dec 2024 |
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Sovran Advisors | 157k | $3.4M | 100% | Dec 2024 |
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Equitable Holdings | 156k | $3.5M | 55% | Dec 2024 |
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ValMark Advisers | 155k | $3.4M | 75% | Dec 2024 |
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Inspire Advisors | 146k | $3.2M | 3% | Dec 2024 |
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Flow Traders US | 140k | $3.1M | -10% | Dec 2024 |
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Affiance Financial | 131k | $2.9M | 6% | Dec 2024 |
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Level Four Advisory Services | 130k | $2.9M | 18% | Dec 2024 |
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Belpointe Asset Management | 128k | $2.9M | 0% | Dec 2024 |
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Prospera Financial Services | 124k | $2.8M | 45% | Dec 2024 |
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Smartleaf Asset Management | 124k | $2.7M | 24% | Dec 2024 |
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Forge Financial Services | 123k | $2.7M | 100% | Dec 2024 |
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Advisory Services Network | 121k | $2.7M | -44% | Dec 2024 |
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Continuum Advisory | 119k | $2.7M | 51% | Sep 2024 |
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Capital Group Private Client Services | 117k | $2.7M | 100% | Sep 2024 |
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Branch Banking & Trust Company | 116k | $2.6M | -24% | Dec 2024 |
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Old Mission Capital | 113k | $2.5M | 100% | Dec 2024 |
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Nations Financial Group | 112k | $2.5M | 57% | Dec 2024 |
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Global Retirement Partners | 110k | $2.4M | 27% | Dec 2024 |
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Cornerstone Wealth Management | 108k | $2.4M | -1% | Dec 2024 |
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Brian McDonald | 103k | $2.3M | 35% | Dec 2024 |
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Davenport & Co | 102k | $2.3M | 13% | Dec 2024 |
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Susquehanna International | 98k | $2.2M | 100% | Dec 2024 |
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Hanson McClain Advisors | 97k | $2.2M | 118% | Dec 2024 |
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BlackDiamond Wealth Management | 89k | $2.0M | -2% | Dec 2024 |
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Merit Financial Group | 89k | $2.0M | 17% | Dec 2024 |
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Oppenheimer & Co | 89k | $2.0M | 6% | Dec 2024 |
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Moloney Securities Asset Management | 88k | $1.9M | 9% | Dec 2024 |
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Great Valley Advisor Group | 87k | $2.0M | 100% | Sep 2024 |
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Wise Wealth Partners | 86k | $1.9M | 100% | Dec 2024 |
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Hunter Associates | 86k | $1.9M | 4% | Dec 2024 |
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Goss Wealth Management | 85k | $1.9M | 1637% | Dec 2024 |
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Western Wealth Management | 85k | $2.0M | 46% | Sep 2024 |
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LongView Wealth Management | 85k | $1.9M | 18% | Dec 2024 |
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Dynamic Advisors Solutions | 84k | $1.9M | 1% | Dec 2024 |
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Proequities | 78k | $1.7B | 5% | Dec 2024 |
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Silverlake Wealth Management | 77k | $1.7M | 13% | Dec 2024 |
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Kmg Fiduciary Partners | 74k | $1.6M | 11% | Dec 2024 |
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AdvisorNet Financial | 73k | $1.6M | 24% | Dec 2024 |
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Greatmark Investment Partners | 72k | $1.6M | 11% | Dec 2024 |
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Ausdal Financial Partners | 64k | $1.4M | 17% | Dec 2024 |
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Magnus Financial Group | 64k | $1.4M | 9% | Dec 2024 |
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Endeavor Private Wealth | 61k | $1.4M | 100% | Dec 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 60k | $1.3M | -3% | Dec 2024 |
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Strategic Family Wealth Counselors | 57k | $1.3M | -46% | Dec 2024 |
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Cyndeo Wealth Partners | 56k | $1.2M | 5% | Dec 2024 |
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Financial Management Network | 55k | $1.2M | 5% | Dec 2024 |
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Ameritas Advisory Services | 54k | $1.2M | -2% | Dec 2024 |
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Cullen Frost Bankers | 53k | $1.2M | 21% | Dec 2024 |
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Advisory Alpha | 53k | $1.2M | -22% | Dec 2024 |
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Premier Path Wealth Partners | 50k | $1.1M | 0% | Dec 2024 |
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Meridian Wealth Management | 49k | $1.1M | 44% | Dec 2024 |
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Rothschild Investment | 49k | $1.1M | 76% | Sep 2024 |
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TrueWealth Advisors | 47k | $1.0M | 15% | Dec 2024 |
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Acima Private Wealth | 47k | $1.0M | -59% | Dec 2024 |
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Tyler-Stone Wealth Management | 46k | $1.1M | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 45k | $1.0M | 2% | Dec 2024 |
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Pensionmark Financial Group | 43k | $957k | 88% | Dec 2024 |
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Atria Investments | 43k | $949k | 4% | Dec 2024 |
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Intergy Private Wealth | 41k | $903k | 8% | Dec 2024 |
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CVFG | 40k | $887k | 100% | Dec 2024 |
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Envestnet Portfolio Solutions | 40k | $883k | 24% | Dec 2024 |
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IFG Advisory | 38k | $840k | 30% | Dec 2024 |
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Principal Securities | 38k | $835k | 34% | Dec 2024 |
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Gerber Kawasaki Wealth & Investment Management | 36k | $809k | 0% | Dec 2024 |
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Madison Wealth Partners | 35k | $777k | 23% | Dec 2024 |
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PFG Advisors | 35k | $766k | 28% | Dec 2024 |
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5T Wealth | 34k | $755k | 100% | Dec 2024 |
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Tempus Wealth Planning | 34k | $748k | 15% | Dec 2024 |
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Capital Planning | 32k | $719k | -68% | Dec 2024 |
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Financeware | 30k | $656k | 7% | Dec 2024 |
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Carolinas Wealth Consulting | 29k | $678k | 12% | Sep 2024 |
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Eq Wealth Advisors | 29k | $642k | 100% | Dec 2024 |
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RFG Advisory | 26k | $583k | -17% | Dec 2024 |
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Good Life Advisors | 26k | $566k | -47% | Dec 2024 |
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Tradition Wealth Management | 25k | $582k | -17% | Sep 2024 |
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Bleakley Financial Group | 22k | $494k | -25% | Dec 2024 |
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Who sold out of Capital Group Core Plus Inco?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Per Stirling Capital Management | Sep 2024 | 736k | $17M |
Cherry Creek Investment Advisors | Sep 2024 | 141k | $3.3M |
Centric Wealth Management | Sep 2024 | 109k | $2.4M |
Carnegie Capital Asset Management | Sep 2024 | 38k | $873k |
Prosperity Financial Group | Sep 2024 | 37k | $845k |
Owen LaRue | Sep 2024 | 30k | $694k |